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WMS Partners’s Ryan Specialty Holdings RYAN Stock Holding History

WMS Partners’s Portfolio RYAN Stock Details RYAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-54,561
Closed -$3.5M – 220
2024
Q4 		$3.5M Hold
54,561
– – 0.2% 51
2024
Q3 		$3.62M Sell
54,561
-5,000
-8% -$312K 0.2% 53
2024
Q2 		$3.45M Sell
59,561
-3,300
-5% -$176K 0.22% 51
2024
Q1 		$3.49M Sell
62,861
-30,000
-32% -$1.43M 0.24% 49
2023
Q4 		$3.99M Sell
92,861
-585
-0.6% -$26.4K 0.29% 44
2023
Q3 		$4.52M Buy
93,446
+70,367
+305% +$3.26M 0.36% 43
2023
Q2 		$1.04M Hold
23,079
– – 0.08% 97
2023
Q1 		$929K Hold
23,079
– – 0.08% 104
2022
Q4 		$958K Buy
+23,079
New +$944K 0.09% 100

Other funds holding RYAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMS Partners's RYAN Position: Q1 2025 in Review

WMS Partners sold out of Ryan Specialty Holdings (RYAN) in Q1 2025, closing a stake of 54,561 shares — an estimated $3.5M sold.

WMS Partners first reported a position in RYAN in Q4 2022 and held it in 9 quarters. The position peaked at $4.52M in Q3 2023. 374 funds tracked by Wall St. Rank hold RYAN as of Q1 2025.

  • WMS Partners reported no remaining Ryan Specialty Holdings position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 54,561 Ryan Specialty Holdings shares in Q1 2025, an estimated $3.5M.
  • WMS Partners first reported a position in Ryan Specialty Holdings in Q4 2022 and held it in 9 quarters.
  • WMS Partners's Ryan Specialty Holdings position peaked at $4.52M in Q3 2023.
  • 374 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.